Project cards with caps
Issue cards per campaign or client with limits and categories that can't be exceeded.
Run your agency's money like the work is billable
Client retainers, project spend, and faster collections on one platform—so margin is clear on every engagement.
Per client
See margin by retainer and project
Faster
Collect with tracked, branded invoices
Capped
Project cards that can't overspend
Clean
Deposits matched to invoices automatically
Profitability shouldn't be a quarterly surprise
Agencies juggle retainers, project budgets, and contractor payouts across tools—so margin only becomes clear long after the work ships.
Every engagement, profitable on purpose.
Retainers, project spend, and collections in one view—so margin is a number you manage, not discover.
One view from proposal to paid
Client billing, project spend, and contractor payouts connect—so cash and margin stay current on every engagement.
Spend mapped to clients and projects
Project cards and bills carry the engagement they belong to, so margin is always attributable.
Approvals that match your structure
Route vendor and contractor payouts by amount and team, with sign-off captured in the flow.
Deposits matched automatically
Incoming payments tie back to open invoices so reconciliation isn't a month-end project.
Built for billable work
The tools agencies need to bill faster, spend deliberately, and protect margin.
Spend by client
Tag spend to engagements so profitability is clear before the project closes.
Approval routing
Route contractor and vendor payouts by amount and team for clean sign-off.
Faster collections
Track what's open, overdue, and collected, with deposits matched to invoices.
Live cash position
See collected, scheduled, and outstanding cash in one place, updated in real time.
From engagement to collected
A calm path that keeps margin visible from kickoff to payment.
1
Set up the engagement
Spin up project cards and budgets tied to the client from day one.
2
Control spend and approvals
Encode caps and routing so project costs stay inside budget automatically.
3
Bill, collect, reconcile
Send invoices, track collections, and match deposits—without leaving Ora.
Built on the full Ora platform
Every capability here runs on the same premium operating system as banking, spend, payments, and intelligence.
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Make every engagement easier to run
Join the waitlist for Ora—client billing, project spend, and collections on one platform built for agencies.